Burkett Financial Services’s Ford F Stock Holding History

Burkett Financial Services’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32K	Buy	94 +1	+1%	+$13	﹤0.01%	248
2026 Q1	$1.08K	Buy	93 +1	+1%	+$13	﹤0.01%	232
2025 Q4	$1.22K	Hold	92	–	–	﹤0.01%	217
2025 Q3	$1.1K	Buy	92 +1	+1%	+$12	﹤0.01%	209
2025 Q2	$984	Buy	91 +2	+2%	+$20	﹤0.01%	213
2025 Q1	$896	Sell	89 -2,298	-96%	-$22.4K	﹤0.01%	238
2024 Q4	$23.6K	Buy	2,387 +32	+1%	+$341	0.01%	114
2024 Q3	$24.9K	Sell	2,355 -1,505	-39%	-$17.2K	0.01%	107
2024 Q2	$48.4K	Sell	3,860 -84	-2%	-$1.04K	0.02%	78
2024 Q1	$52.4K	Sell	3,944 -2,747	-41%	-$33.3K	0.03%	82
2023 Q4	$81.6K	Buy	+6,691	New	+$74.5K	0.05%	66

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Burkett Financial Services's F Position: Q2 2026 in Review

Burkett Financial Services increased its Ford (F) stake by 1.1% in Q2 2026, buying an estimated $13 and bringing the position to 94 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Burkett Financial Services first reported a position in F in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.6K in Q4 2023. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

Burkett Financial Services held 94 shares of Ford worth $1.32K as of Q2 2026.
Burkett Financial Services bought 1 Ford share in Q2 2026, an estimated $13.
Ford made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #248 holding.
Burkett Financial Services first reported a position in Ford in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Ford position peaked at $81.6K in Q4 2023.
1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.